Each user in Form LMS can have a combination of roles, for example Learner and Manager. Each role gives a user permissions in the area they're working in. A user can't be both an Admin and a Manager in the same workspace.
Workspace
Workspaces are separate spaces in your learning site. Each workspace has its own set of users, courses and branding. For most organisations, one workspace is enough to meet all your training needs.
Admin
Has full access to the workspace, including courses, users, reports and site settings.
Manager
Can invite, edit and restore users, send password resets and manage invitations, for users in the organisation units assigned to them. Can also manage course enrolments and event bookings for those users. Managers can't change anyone's roles.
Learner
Can complete courses and download certificates.
This table shows the permissions for each workspace role.
| Admin | Manager | Learner | |
|---|---|---|---|
| Manage media library | ✅ | ||
| Manage notifications | ✅ | ||
| Manage courses | ✅ | ||
| Manage site settings‡ | ✅ | ||
| Manage course enrolments/withdrawals† | ✅ | ✅ | |
| Bulk enrol and withdraw learners† | ✅ | ✅ | |
| Other bulk actions | ✅ | ||
| Manage auto-enrolments and workflows | ✅ | ||
| Manage groups and organisation units | ✅ | ||
| Manage reports | ✅ | ||
| Manage events and sessions* | ✅ | ||
| View venues and rooms* | ✅ | ||
| Manage session bookings/cancellations*† | ✅ | ✅ | |
| Manage enrolment requests† | ✅ | ✅ | |
| Manage users† | ✅ | ✅ | |
| Edit invited users† | ✅ | ✅ | |
| Send password resets† | ✅ | ✅ | |
| View learner history† | ✅ | ✅ | |
| Complete courses and download certificates | ✅ |
* requires event booking subscription
† for Managers, only users in the organisation units assigned to them
‡ the API integration settings are available to Site admins only
ℹ️ Note: Managers can't book more learners than a session has places. If a session is full, ask an Admin to overbook it. Admins and Managers who need to complete training also need the Learner role.
Site admin
Site admin is a space which gives users a holistic view of their learning site, with visibility across all workspaces and users. Only users with the Site admin role can open it.
Site admin
Has full access to all workspaces and users.
Trainer*
Can run events and take session registers.
This table shows the permissions for each site admin role.
| Site admin | Trainer | |
|---|---|---|
| Manage workspace settings | ✅ | |
| Manage workspace organisation units | ✅ | |
| Manage site admin users | ✅ | |
| Manage trainers* | ✅ | |
| Add and edit venues and rooms* | ✅ | |
| Manage session register and assessments* | ✅ | ✅ |
* requires event booking subscription